Task optimization

Automate Application Workflows for Faster Task Completion

Improve user productivity, reduce repetition, and minimize errors by automating everyday, complex processes with Whatfix.


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Task Optimization_
Task Optimization_
Task Optimization_
Task Optimization_


Whatfix alleviates the burden of changing teams

Improve user productivity

Configure individual steps or entire flows to strategically and automatically execute a user journey. Automate navigational clicks, selection of menu items, auto-type brief descriptions, and more.


Improve user productivity

Save time on repetitive tasks

Get users through forms faster with pre-set, auto-fill form fields. With Whatfix’s auto-input feature, save a user’s time by pre-defining field values.


Minimize errors and improve accuracy

Smart Tips guide users through complex forms. Smart tips provide instant help by showcasing users best practices when entering data.


Minimize Erros
Learn how Cardinal Health Canada supported the launch of its new customer-facing website with Whatfix’s interactive guidance and self-service help features, streamlining its user adoption to a better customer experience with a 24/7 self-help solution.


Key features that are relevant for this solution


Guide users through onboarding tasks with step-by-step interactive guidance.


Data Validation

Ensure compliance by automatically validating user input fields to verify data is entered in the correct format, reducing user errors and improving data quality.


Smart Tips

Auto-select, trigger, and execute important user actions in your enterprise apps, reducing project times and minimizing user errors.



Automate tasks by auto-selecting, executing, and triggering important in-app user actions, minimizing user errors and project times. Publish a Flow and let Whatfix auto-generate new Flows in various content formats across your applications.


By The Numbers

The Whatfix difference

Increase in employee productivity
Reduction on support queries

Reduction in training content creation costs

Reduction in go-to-launch enterprise applications

Faster time to proficiency for a new employee
Reduction in knowledge discovery time

Experience the Benefits of Whatfix Today